MoneyByLisa LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-for-service financial coaching and planning to individual and family clients through one-on-one engagements and written plans. Services cover cash flow and budgeting, debt management, retirement and distribution planning, education funding, risk management, estate and charitable giving, and divorce planning, and the firm also presents periodic educational workshops for groups.
It delivers customized, modular or broad-based financial plans in a series of scheduled phone or video sessions, with clients retaining discretion to implement recommendations; the firm does not provide ongoing portfolio management, execute trades, or take custody of client assets. Investment consultation may include analysis of mutual funds and ETFs, consideration of asset allocation frameworks (including modern portfolio theory and passive strategies), tax-efficiency issues, and retirement-plan rollover tradeoffs.
Compared with most independent advisers, the firm is distinctive for combining one-on-one coaching with a formal workshop program and operating on a flat-fee/meeting-based model rather than charging percentage‑of‑AUM fees or earning commissions. It traces its roots to a financial coaching practice, emphasizes written deliverables and flexible meeting cadences, and the principal holds industry credentials and an MBA while performing limited volunteer financial coaching in the community.
Client services
Expertise
Demographic focus
Fee options
$750 total for initial three hour-long sessions; $250 per additional hour-long meeting; $800 for single one-hour educational workshop
Minimum fee: Three hour-long sessions for a total cost of $750 payable in advance; individual meetings billed at $250 per meeting Fee-only: Financial planning sessions charged as flat fees; $750 for initial three sessions or $250 for individual sessions; $800 flat fee for group educational workshop (one hour)
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia · Maryland · Virginia
Also doing business as
Moneybylisa · Moneybylisa LLC · Whitley, Lisa Yvonne
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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